Institutional Ownership Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
14,465,686
shares
|
$345 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
507,213
shares
|
$12.1 Million
3.83% of portfolio
|
Q3 2024
Added 51.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
282,066
shares
|
$6.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
205,369
shares
|
$4.9 Million
0.03% of portfolio
|
Q3 2024
Added 15.01%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
172,834
shares
|
$4.13 Million
0.91% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
146,698
shares
|
$3.5 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
138,219
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
137,533
shares
|
$3.28 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
65,569
shares
|
$1.57 Million
0.32% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
59,352
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 36.5%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
58,720
shares
|
$1.4 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
58,711
shares
|
$1.4 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
58,054
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
44,221
shares
|
$1.06 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
41,726
shares
|
$996,416
0.04% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
40,335
shares
|
$963,199
0.0% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,785
shares
|
$639,625
0.04% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
26,201
shares
|
$625,679
0.0% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
23,403
shares
|
$558,863
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
20,796
shares
|
$496,608
0.09% of portfolio
|
Q3 2024
Reduced 27.99%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
19,359
shares
|
$462,292
0.23% of portfolio
|
Q1 2024
Reduced 51.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
17,804
shares
|
$425,159
0.0% of portfolio
|
Q3 2024
Added 43.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
14,459
shares
|
$345,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
14,370
shares
|
$343,155
0.1% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
14,112
shares
|
$336,994
0.0% of portfolio
|
Q4 2023
New holding
|